These seven separate training videos cover various topics that may be of interest to you and will serve as a resource to use in navigating the responsibilities of being a local treasurer.
Video #1 – WEAC Secretary Treasurer Kim Schroeder presents: Treasurer Training Introduction & Expectations and Responsibilities
Video #2 – WEAC Financial Analyst Jennifer Vos presents: Internal Controls, Financial Records, Budget Process
Records Retention Policy – Word document download
Local Financial Model – Excel spreadsheet download
Video #3 – WEAC Financial Director Jane Oberdorf presents: Internal Revenues Service (IRS) issues for Local Education Associations
Video #4 – WEAC Membership Coordinator Marta Shetler presents: Membership Sign-ups
Top 10 Reasons to Join Flier– PDF document
Early Enrollment Flier – PDF document
Member Signup Presentation – PowerPoint download
Join Now Screenshots – PDF document
Video #5 – WEAC Membership Coordinator Marta Shetler presents: Membership Processes
Member Processes Presentation – PowerPoint download
Video #6 – WEAC Membership Coordinator Marta Shetler presents: Treasurer and Membership Chair Responsibilities
Responsibilities Presentation – PowerPoint download
Video #7 – WEAC Secretary Treasurer Kim Schroeder presents: Treasurer Training Wrap up & Best Practices
NEA Guide to Financial Best Practices – PDF document